Wealth Planning & Management, LLC, was founded by John Guy, CFP® in 1997, as a fee-only registered investment advisor (RIA) providing individualized, comprehensive wealth management and investment management services.
Boutique:
You benefit from our size. As a boutique advisor serving high-net-worth individuals, every relationship is important and unique. With no national ad campaigns, we rely on referrals to grow. Bigger does not mean better. Better means better!
